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Financial Advisors in Burlington, ON: 2026 rankings

550 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Burlington: Co-operators - Carlos Soares Insurance Inc, RFA Score 74/100; 4.9★ from 355 Google reviews.

  2. 2

    Most-reviewed: Access Rebates, 411 Google reviews at 5.0★, the most of 550 ranked; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

550 Burlington financial advisors are ranked here by RFA Score, from eight published factors. 138 open Saturdays and 22 open Sundays, based on posted hours. The median Google rating is 4.9★ across 550 rated firms.

Top 10 financial advisors in Burlington at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Burlington at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Co-operators - Carlos Soares Insurance Inc744.9★ (355)Oakville, 14 km away—Top score
2Access Rebates735.0★ (411)Mississauga, 29 km away—Most reviews
3Equiton734.6★ (193)Burlington——
4Halton Consulting & Advisory Ltd - Accountant, Tax Return, Bookkeeping735.0★ (167)Milton, 14 km awayEvenings—
5Tom Winski, AMP - Mortgages735.0★ (82)BurlingtonSat · Evenings—
6Menon Financial Solutions725.0★ (149)Milton, 15 km away——
7Evolv Financial Solutions - Sun Life725.0★ (70)BurlingtonEvenings—
8Jenny Tate725.0★ (64)Burlington——
9CPA4SMALL BUSINESS INC. (Chartered Professional Accountants)725.0★ (121)Milton, 15 km awaySat—
10Volpe Financial Solutions715.0★ (122)Oakville, 17 km away——

All 550 financial advisors in Burlington, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  2. #2 Access Rebates

    Based in Mississauga, 29 km away

    73/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 411 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 411 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    200 Matheson Blvd W Ste 200, Mississauga, ON L5R 3L7
    View profile for Access Rebates(905) 678-6368

  3. #3 Equiton

    Based in Burlington

    73/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.6★ from 193 Google reviews, listed on Google as “Investment service”.

    • 4.6★ from 193 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1111 International Blvd Suite 500, Burlington, ON L7L 6W1
    View profile for Equiton(905) 635-1381

  8. #8 Jenny Tate

    Based in Burlington

    72/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 64 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 64 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    5063 N Service Rd, Burlington, ON L7L 5H6
    View profile for Jenny Tate(647) 642-7249

  12. #12 Cruz Financial

    Based in Burlington

    71/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.9★ from 60 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 60 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4145 N Service Rd Ste 200, Burlington, ON L7L 6A3
    View profile for Cruz Financial(905) 869-2789

  14. #14 Tandia Financial - Milton Branch

    Based in Milton, 13 km away

    71/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.8★ from 130 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 130 Google reviews
    Hours
    Mon–Tue 9:30 AM–5 PM · Wed closed · Thu 9:30 AM–6 PM · Fri 9:30 AM–5 PM · Sat 9:30 AM–1 PM · Sun closed
    Address
    6020 Main St W Unit 5, Milton, ON L9T 9M1
    View profile for Tandia Financial - Milton Branch(800) 598-2891

  20. #20 The Money Mint

    Based in Mississauga, 36 km away

    70/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.9★ from 276 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 276 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2600 Skymark Ave Bldg 10, Unit 104, Mississauga, ON L4W 5B2
    View profile for The Money Mint(905) 366-4323

  22. #22 The William Douglas Group/ Aligned Capital Partners - Wealth Management and Financial Planning

    Based in Burlington

    70/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 41 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 41 Google reviews
    Hours
    Mon–Thu 9 AM–4 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    1005 Skyview Dr #101, Burlington, ON L7P 5B1
    View profile for The William Douglas Group/ Aligned Capital Partners - Wealth Management and Financial Planning(888) 522-9494

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 550 ranked financial advisors here; the rest are on their profiles.

financial advisors in Burlington, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26AKM Financial Solutions - Sun Life705.0★ (134)28 km
27The Burlington Mortgage Centre - Bob Beach & Associates704.8★ (46)In Burlington
28Insurance Explorer Inc.704.9★ (239)37 km
29Skyview Private Wealth695.0★ (31)In Burlington
30deGraaf Financial Strategies695.0★ (31)In Burlington
31Wealth Advisor - Harman Kang - IG Wealth Management695.0★ (30)In Burlington
32Co-operators - Richard Van Dyke Insurance Group Inc694.9★ (140)32 km
33The Cognizers684.9★ (76)20 km
34Izabella Ordones, Financial Services (Primerica)685.0★ (127)36 km
35C2inc.684.9★ (29)In Burlington
36Modern Vision Planning685.0★ (84)27 km
37Co-operators - BENNETT FINANCIAL SERVICES INC.685.0★ (148)39 km
38Lakeview Wealth Management - Wellington-Altus Private Wealth685.0★ (25)In Burlington
39ASKAMIT685.0★ (83)29 km
40Igneski Financial685.0★ (38)11 km
41Orooj Financial Group - Zahid Syed, TEP, CLU, MFA-P - Estate Planner684.8★ (59)18 km
42Co-operators - Alfonsi Torosantucci Financial Group Inc674.7★ (80)22 km
43Ferguson Financial Planning | CI Assante Wealth Management Ltd.674.9★ (78)27 km
44Milton Mortgage Broker - Steven Porter, Mortgage Architects - A Better Way675.0★ (38)15 km
45Optim Financial Solutions Inc. - Sun Life675.0★ (100)37 km
46FIN Tactics675.0★ (37)15 km
47JUSTIN ST. LOUIS - IG Private Wealth Management675.0★ (19)In Burlington
48Stress Free Property Management Inc.674.9★ (39)16 km
49WSC Financial Solutions675.0★ (29)11 km
50Brown Financial Security675.0★ (17)In Burlington

Also serving Burlington

20 more financial advisors within 40 km that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Burlington
BusinessGoogle ratingDistance
Assante Capital Management Ltd.5.0★ (2)In Burlington
Chris Viani5.0★ (2)In Burlington
DSinvsolutions5.0★ (30)In Burlington
Edward Jones4.0★ (1)In Burlington
Edward Jones - Financial Advisor: Alissa C McAnuff, CFP®5.0★ (2)In Burlington
Edward Jones - Financial Advisor: Cory Sheehan5.0★ (2)In Burlington
G3 Wealth Strategies & Consulting Inc.5.0★ (2)In Burlington
Halton Financial Group5.0★ (2)In Burlington
iA Private Wealth5.0★ (2)In Burlington
IG Wealth Management - JUSTIN POIRIER, CPA, CMA, MBA5.0★ (2)In Burlington
Investment Planning Counsel3.0★ (2)In Burlington
Life Coach Financial Strategies5.0★ (2)In Burlington
Lorna Hainsworth-Popper - Advisor, Sun Life5.0★ (2)In Burlington
Mark Bryars - TD Financial Planner5.0★ (1)In Burlington
Mueller Financial Group Inc.4.0★ (2)In Burlington
Niagara Wealth Advisors of Aligned CP and Niagara Wealth Group5.0★ (1)In Burlington
Pearl Planning & Financial Solutions / Manulife Wealth Inc.3.0★ (2)In Burlington
Ryan Mcinnes - TD Financial Planner4.0★ (2)In Burlington
The Gerald Flaherty Agency5.0★ (2)In Burlington
Wellington-Altus Private Wealth5.0★ (1)In Burlington

How we ranked Burlington financial advisors

We scored 550 Burlington financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Burlington data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Burlington: frequently asked questions

Which financial advisor has the highest RFA Score in Burlington?

By RFA Score, the highest-ranked financial advisor in Burlington, ON is Co-operators - Carlos Soares Insurance Inc with an RFA Score of 74/100. It has 4.9★ from 355 Google reviews. Access Rebates (#2) and Equiton (#3) follow. We ranked 550 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Burlington?

RankedFinancialAdvisors ranks 550 financial advisors serving Burlington, ON. 16 of them are based in Burlington; the rest serve it from nearby towns. Another 20 within 40 km are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Burlington work on weekends?

138 of 550 ranked financial advisors post Saturday hours and 22 post Sunday hours. The highest-ranked open Saturdays are Tom Winski, AMP - Mortgages (#5), CPA4SMALL BUSINESS INC. (Chartered Professional Accountants) (#9) and AK Consultancy Services Inc. (#11). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Burlington financial advisors have?

The median Google rating among 550 rated financial advisors in Burlington is 4.9★, with a median of 14 reviews. Access Rebates has the most, 411 reviews, and ranks #2. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Burlington count in this ranking?

Yes, if they are within 40 km of the Burlington city centre, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Burlington ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration?

Search the person and the firm on the Canadian Securities Administrators’ National Registration Search, and for investment and mutual fund dealer representatives on CIRO AdvisorReport.

Who regulates financial advisors in Burlington?

Advisors who sell or recommend securities register with the provincial securities regulator, and representatives of investment and mutual fund dealers are also overseen by CIRO. In Ontario, the titles “Financial Planner” and “Financial Advisor” are restricted to people holding a credential approved by FSRA.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Burlington

  1. November 2026: RFA Scores recalculated for 550 financial advisors serving Burlington.

More financial advisors and Burlington pages